By: Karen Deis with Contribution from Bill Dallas, former CEO, First Franklin Financial
We can’t begin to tell you the number of seminars we have attended and the number of articles we have read about on how to set up your database. Personal information is a MUST. And it is vital that you enter the loan amount, interest rate, loan term, appraisal value and any data you feel is important to the transaction. But how do you actually set up a marketing program with the information from this data?
There is more than one way to skin a cat—and you probably can start virtually anywhere.
However, we wanted to share with you a system that has been developed by Bill Dallas, the former CEO for First Franklin Financial. It’s called a "Financial Life-Events Time Line." The time line is positioned by AGE and shows the major financial decisions and financial crisis based upon the average age of an average American.
